CLE Course Details

Drafting a Basic Trust & Will: Two Part Series

A two part course on the legal process of drafting trusts and wills. Part one will focus on the drafting of trusts which represent a fiduciary relationship that signifies the transfer of property to trustees who manage the property for the beneficiary. The course is designed to expand the knowledge base of attorneys with little experience in trusts and reviews the various types of trusts and the legal restrictions that may be imposed as well as a list of clauses which may be included when drafting a basic trust. Part two turns the focus to the drafting of wills, which represent the wishes of a person who is no longer alive. As the creator of a will is no able to represent himself, wills must be drafted in strict accordance with procedures to ensure that it truly and fully represents the wishes of its author. Standard clauses as well as formats and the execution process are reviewed.

Instructor Bio

Jeffrey Helewitz

Jeffrey A. Helewitz, Esq., is currently employed as an Associate Court Attorney inthe Law Department of the New York State Supreme Court, after having served as thecourt attorney to the Hon. Eileen N. Nadelson until her retirement in 2008. Previously,Mr. Helewitz maintained a private practice in corporate and trusts and estates law, andwas an Adjunct Professor of Law at both CUNY and Touro Law Schools, as well as anAdjunct Professor of Paralegal Studies at various educational institutions in the NewYork City area. A graduate of Georgetown University Law Center, where he received hisJ.D. and LL.M. degrees, and New York University, where he received an M.B.A. inFinance, Mr. Helewitz is also the author of twenty legal texts and almost two dozen legalarticles.

Some of Mr. Helewitz’ publications can be accessed at:http:www.aspenpublishers.com/search/fbsearch.asp?k=helewitz&nsrt=&stag=

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